01/12/25
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TikTok Shop continues to solidify its status as Europe’s most dynamic social commerce channel. With Black Friday profoundly reshaping shopper behavior, November sales displayed significant shifts compared to October, new market leaders, unexpected category surges, and sharper contrasts between European countries.
Our updated TikTok Shop analysis across five major markets; France, Germany, Italy, Spain, and the UK highlights the most notable evolutions month-over-month and the product categories that gained momentum during this decisive period.





In October, fashion led the rankings in most countries (especially France, Spain, and the UK).
November, however, broke that pattern.
Below is a country-by-country comparison of what changed from October.
All you need to know about TikTok Shop TikTok Shop is a unique type of…
Learn moreIn October, France was fashion-driven (ARMONIAS & Utopya led). November reversed this hierarchy.
➡️ France is the country where Black Friday changed consumer behavior the most on TikTok Shop.
Germany was already tech-first in October (Lubluelu & MC Smart Home led). November intensified this trend even more.
➡️ Germany stays the most “functional-first” TikTok Shop market, but November widened the gap with non-tech categories.
In October, Spain had a diverse mix: fashion, fitness, and home goods all performed similarly.
➡️ Spain is the only market where fashion strengthened in November instead of declining.
October was already huge in the UK , plmakeupacademy hit €4.41m. November nearly tripled that figure.
➡️ The UK is now TikTok Shop’s undisputed European mega-market, with the highest revenue ceiling.
October’s top sellers in Italy were an eclectic mix of perfumes, food, and small lifestyle brands. In November, beauty took over, driven by holiday demand.
➡️ Italy leans into emotional, sensory, and gift-ready products more strongly than any other market.
Across Europe, these categories showed strong month-over-month growth:
Grew compared to October due to:
Massive Black Friday lift:
The category with the strongest MoM improvement across Europe.
Pushed by “winter prep” creator narratives.
October had a similar pattern, but November amplified the performance gap between strong multi-market players and local niche sellers.
| Country | October Trend | November Trend | What Changed |
| France | Fashion first | Tech + Fitness | Black Friday reversed category order |
| Germany | Tech strong | Tech dominant | Even fewer fashion brands in top 10 |
| Spain | Mixed categories | Fashion returns | Utopya + Armonias regain top spots |
| UK | Beauty leader | Beauty explodes | Record-breaking month |
| Italy | Artisanal + perfumes | Beauty + gifting | Strong pre-holiday shift |
Brands that activated affiliates early saw MoM growth of +50% to +200%.
“Winter fitness”, “holiday beauty boxes”, and “Black Friday cleaning hacks” were top converting narratives.
November widened the behavioral gaps between countries.
Stock issues, slow catalog updates, or pricing delays cost brands significant revenue during Black Friday.
This is where platforms like Lengow help streamline TikTok Shop operations:
How Darty became a pioneer of social commerce by launching on TikTok S…
Learn moreAbout the Data:
This analysis is based on Kalodata’s tracking of TikTok Shop performance across France, Germany, Italy, Spain, and the United Kingdom for the period October 31-November 28, 2025. Revenue figures represent estimated gross merchandise value (GMV) in euros.
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